9th Annual Private Banking Conference & Awards 2024

Interconnecting digital transformation to continue the new world order of Private Banking

12

December

  • Zurich Marriott Hotel
  • Ticketed
  • Why attend?
  • Agenda
  • Speakers
  • Plan Your Visit
  • Event Gallery
  • Sponsors
  • Media Centre
  • Awards
  • Articles
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Why attend?

What to Expect for 2024?

• Discover and discuss the practical applications and trends within the Private Banking Industry
• Prepare, plan, and predict the problems the industry face and find ways to look to the future
• Be a part of the discussion on the future of Swiss Private Banking
• Meet and network with peers in the industry

200+

Attendees

15+

Exhibitors

20+

Speakers

70+

Attendees at Director+ level

200+

Attendees

15+

Exhibitors

20+

Speakers

70+

Attendees at Director+ level

PRIVATE BANKING & WEALTH MANAGEMENT CONFERENCE & AWARDS SWITZERLAND 2023

Agenda

  • 12 Dec 2024
Expand All

Streams

Stream one

What are the key disruptors that private banks need to consider in digital transformation?:

Stream two

Navigating the future for client services:

8 AM

Registration

8:50 AM

Chair Introduction

Speakers

Ian Woodhouse
Ian Woodhouse, Lead Wealth Management Business Model Transformation and Thought Leader for Europe, Accenture Wealth and Asset Management

SESSION 1: The Emergence of an Interconnected Private Banking Ecosystem

Chair: Ian Woodhouse, Lead Wealth Management Business Model Transformation and Thought Leader for Europe, Accenture Wealth and Asset Management

9 AM

Keynote: Assessing the Uncertain Global Economic Landscape

  • Current economic circumstances - where do we stand?
  • Inflation and Monetary Policy in DACH region
  • Eurozone economy and the private banking sector

Speakers

Dr. Stefan Gerlach
Chief Economist, EFG Private Bank

9:20 AM

Keynote Case study: Understanding the importance of empowerment, intergenerational and wealth transfer change

  • Highlighting the importance of adapting to intergenerational change to prepare for succession and wealth planning
  • Reviewing statistics and examples of wealth transfer market gaps to generate new processes/offerings
  • Empowerment and diversity is the new direction in Private Banking

Speakers

Maryann Umoren Selfe
Managing Director, Head of Investment Solutions, BIL Suisse

9:40 AM

Top Themes for 2025

  • What are the big investment themes for 2025?
  • Who are the leading players?
  • What predictive signals can we see from
  • GlobalData’s thematic engine?

Speakers

Suneet Muru
Analyst, GlobalData

10 AM

The Era of Engagement Banking – unlock the new- generation banking model

  • Reshaping your digital banking architecture around customers and employees
  • Harnessing the power of a unified omnichannel approach
  • Reimagining your customer journey

10:20 AM

Panel discussion: A present-future or future-back approach?

  • Where are the opportunities for breakthrough growth?
  • Executing strategy and realising purpose
  • How can the industry create an innovation roadmap that benefits all?
  • Linking future opportunities with today’s initiatives

Speakers

Dr. Stefan Gerlach
Chief Economist, EFG Private Bank
Suneet Muru
Associate Analyst, GlobalData
Roger Furrer
Director, ERI Bancaire
Maryann Umoren Selfe
Managing Director, Head of Investment Solutions, BIL Suisse
Ian Woodhouse
Board Advisor to Wealth Managers, Navigating Business Model, Technology Challenges and Opportunities. Formerly Accenture, IBM, PwC

10:40 AM

Morning refreshments

SESSION 2: Managing for Outcomes

Speakers

Ian Woodhouse
Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance

11:10 AM

Assembling the Private Banking digital infrastructure

  • Consolidating data to safeguard your clients’ information
  • What regulatory hindrances are expected to disrupt the digital journey?
  • Evaluating where AI has been proficient in reshaping the onboarding process and business strategizes for easier productivity
  • Selecting the right digital tools to enhance your back office systems

Speakers

Massimo Buonomo
Expert and Project Evaluator for AI and Deep Tech European Projects, European Commission

11:30 AM

Case study: Maintaining a high level of personalized service expected by private clients while transitioning to digital channels

  • Reimagining the client engagement journey for the digital era
  • Enhancing service delivery without compromising on the quality of service
  • How internal efficiency reinforced Raiffeisen Bank’s reputation for reliability and excellence?

Speakers

Shimona Pinto
UK Country Manager , MOXO

11:50 AM

Transforming Private Banking: Leveraging Digital Innovation for Enhanced Client Engagement, Operational Excellence, and Sustainability

  • Understanding Digitalization in Banking Digitalization as a Business Accelerator and Enabler for Sustainability
  • Enhancing Client Engagement Through Technology
  • Promoting SDGs through Banking Practices

Speakers

Christoph Schwarz
Chief Technology Officer, Radicant Bank

12:10 PM

Fireside chat: Alleviating C-Suite executives’ pressure

  • Leveraging AI-assisted productivity
  • Prioritizing trust and security to prevent compliance issues
  • Combining human engagement and AI

12:30 PM

Panel Discussion: Fighting against digital disruptors in Private Banking

  • How have Neo banks and key disruptors challenged digitalization of traditional banks?
  • Synergizing digital tactics, AI and data management to upscale value, back office productivity and client interaction
  • Traditional vs Fintech - who’s best at offering alternative investments?

Speakers

Massimo Buonomo
Expert and Project Evaluator for AI and Deep Tech European Projects, European Commission
Javier Peña Roncero
Data Engineer, Vontobel
Christoph Schwarz
Chief Technology Officer, Radicant Bank
Ian Woodhouse
Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance
Vadim Sobolev
Head of Models and Technology, LGT Private Banking

1 PM

Lunch and Networking

SESSION 3: Private Banking through the ‘Macro-scope’

2 PM

Painting the “green” road to sustainable investments

  • How to define “green” assets and do they stimulate growth?
  • Is “green” and “sustainable” investing a new story?
  • How to think about sustainability from

Speakers

Dr. Reto Cueni
Chief Economist, Vontobel

2:20 PM

Building and unifying your private banking with Fund Report Orchestrator On-Demand

  • Empowering wealth and asset management to streamline and accelerate production
  • Elevating your investment reporting
  • Eliminating silos to support client requirements whilst maintaining compliance and accuracy

Speakers

Rachel Rowe
RVP, Seismic

2:40 PM

2024: Trump 2.0, Volatility and Rate Cuts

  • FED, equities, macro
  • Core strategies and themes 2
  • Global impact: Europe/China?

Speakers

Freya Beamish
Chief Economist, TS Lombard

3 PM

Assembling your sustainable portfolio and products

  • Creating targeted investment portfolios
  • Adopting Future-orientated and client-centric focused tools to leverage decisions
  • Improving your CRM performance with low environmental impact

Reyl & Cie

3:20 PM

Panel Discussion: Don’t be trashy, be classy – Prioritising sustainability in your core strategy

  • Long-term holistic approaches to impactful
  • investing and sustainable capabilities
  • Are we green splaining truth of incorporating green activities and ESG strategies?
  • How are private banks aligning their sustainability strategies to the Paris Agreement and Green Deal Examples of successful sustainability offerings, portfolios strategies and products

 

Speakers

Dr. Reto Cueni
Chief Economist, Vontobel
Marta Ra
Member of Task Force on Digitalization in Energy Group of Experts on Energy Efficiency, United Nations Economic Commission for Europe
Christopher Greenwald
Head of Sustainable Investing, LGT Private Banking
Nico Frey
Head of SDG Impact Rating, Radicant Bank
Freya Beamish
Chief Economist, TS Lombard

3:50 PM

Afternoon Refreshment Break

SESSION 4: The future of money or the future of value: Where is Private Banking heading?

Chaired by Ian Woodhouse, Board Advisor to Wealth Managers, Navigating Business Model, Technology Challenges and Opportunities. Formerly Accenture, IBM, PwC

Speakers

Ian Woodhouse
Board Advisor to Wealth Managers, Navigating Business Model, Technology Challenges and Opportunities. Formerly Accenture, IBM, PwC

4:10 PM

The 2020’s and the Macro Super cycle

  • CAPEX focus will be on real assets, shifting away from financial engineering
  • Can central banks and governments live in a 3% inflation world?
  • Investment conclusions on the future outlooks

4:30 PM

Panel discussion: The changing role of relationship managers – professionalising the role

  • A shift to team-based work
  • Providing RMs with the same level of digital capacities as you provide to your clients
  • How has the fast-changing regulatory environment been a key driver in the evolution of skills and tools for RMs?

Speakers

Christophe Cantala
Head of Financial Intermediaries, Société Générale Private Banking (Suisse) SA
Ian Woodhouse
Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance
Henrik Herr
Head of Wealth Management Germany, Rothschild & Co
Natalia Voychuk
Managing Director, CORUM Vermögensverwaltung AG

5 PM

The future evolution of wealth management

  • How is digitising the client-adviser experience central to the sustainability of future growth?
  • Using AI to deliver long-term advice: helping wealth managers to prove their value
  • Adapting with agility and eliminating friction in delivery and take-up
  • Providing seamless global connectivity and relevance

InvestCloud

5:30 PM

Closing Panel Discussion: Travelling into the future! – Anticipating development and leverage in 2025

  • Exploring the concept of Contextual banking
  • Unveiling the subtle transformation happening in wealth and private banking for accessing capital markets and the changing market landscape
  • Can embedded finance change private banking for the better?
  • Keeping your internal teams in the loop: creating a client service framework for employees
  • Becoming a trusted gateway for clients through the extension of products provided through partnerships and third parties

Speakers

Stephen Grady
Executive Vice President Head of Global Markets, Lombard Odier
Ian Woodhouse
Board and Executive Advisor/Partner to Wealth Managers, Private Banks and Technology Firms Optimising Growth, Resilience and Performance
Giambattista Atzeni
Head of Family Office, Bordier & Cie
Sahar Attaripour
Co-founder and Former CEO, Suzugia

6 PM

Close of Conference

6:30 PM

Drinks Reception

7:30 PM

Private Banking & Wealth Management Switzerland 2024 Awards Ceremony

11:10 AM

Q&A: Client retention – a matter of trust

  • Personalizing investment product offerings and communication styles to match clientele interests
  • Utilizing mass affluent/HNW client behaviour to gain trust and good relationships with private bankers
  • Increasing client confidentiality to enable transparency and better relations

Chair: Suneet Muru, Associate Analyst, GlobalData

Speakers

Dana Goren
Executive Director, Senior Relationship Manager, Julius Baer
Suneet Muru
Associate Analyst, GlobalData

11:30 AM

Case study: A digital solution for investors to review their assets and liabilities with the inclusion of property

  • Helping clients gain complete visibility across all investment products and asset classes Identifying new revenue streams within real estate portfolios
  • Portfolio crystalisation - knowing what to sell and when

11:50 AM

How Swiss, Liechtenstein & offshore private trust companies are transforming inheritance planning for UHNW families

  • Why is private trust company (PTC) becoming increasingly more popular among UHWNI families and what is the main difference to a trust
  • Key jurisdictions where those PTCs are used and differences among those jurisdictions
  • Actual life examples of PTCs currently used in a practice

Speakers

Vadim Neumann
Managing Director, Zurich and Zug & Head Global Expansion Germany, ZEDRA

12:10 PM

Unlocking Secure Client Engagement in Private Banking: RCO’s Journey to Digital Excellence

  • Our vision at RCO - Why digital customer interactions are compatible with HNWI Private Banking services
  • Our focus as a Private Bank - Key uses cases to deliver value
  • Driving Adoption amongst stakeholders - the blueprint to delivering a successful project

Speakers

Jens Rabe
COO
Sébastien Hénon
Head of Digital Factory, Rothschild & Co

12:30 PM

Panel Discussion: Onboarding from the start! – Getting it right from the get-go

  • Balancing smooth client experience whilst adhering strict compliance requirements
  • Rewriting onboarding - what technology should we be using to ease onboarding?
  • Utilizing client behavioural analytics to optimize a tailored, client-centric onboarding process

Speakers

Dana Goren
Executive Director, Senior Relationship Manager, Julius Baer
Vadim Neumann
Managing Director, Zurich and Zug & Head Global Expansion Germany, ZEDRA
Rachel Rowe
RVP, Seismic
Sébastien Hénon
Head of Digital Factory, Rothschild & Co

1 PM

Lunch and Networking

SESSION 3: Private Banking through the ‘Macro-scope’

2 PM

Separating noise from information in a digital era

  • Understanding the current macroeconomic environment
  • Separating noise from information. What to expect of Markets?
  • Building effective strategies for Private Clients Designing portfolios for Private Clients rather than for Private Banks

Speakers

Carlos Mejia
Chief Investment Officer, Rothschild & Co.

2:20 PM

Scaling up the economy by enhancing IT and back office operations

  • Learn how to accelerate growth whilst leveraging costs and to transform your business
  • Innovate your performance approach with feasibility assessments to minimize costs
  • Use tangible parameters to make proposals realistic and achievable

2:40 PM

Small changes with outsized impact: using behavioural science to shape decisions and drive growth

Discuss how the implementation of behavioral science techniques can improve:

  • Digital tool adoption
  • Client retention
  • Solution selection

Allianz Global Center for Behavioral Economics

3 PM

Inserting legal touchpoints into your private banking strategy

  • How can market trends teach banks to do business dynamically whilst avoiding legal mistakes?
  • Helping banks to adhere to cross-bordering laws during globalisation
  • Advising best movements to modernize your compliance and AML environment

3:20 PM

Panel Discussion: Welcoming economic diversity in Private Banking

  • Acknowledging value in cultural differences of Swiss and International clients to gain exposure in foreign markets
  • Effectively handling governance and regulatory risks amidst market volatility
  • What can we learn from foreign markets to strategize new products?
  • Empowering talent to accelerate client relationship and a dynamic community

Speakers

Carlos Mejia
Chief Investment Officer, Rothschild & Co.
Sahar Attaripour
Co-founder and Former CEO, Suzugia

Streams

Stream one

Navigating the future for client services:

11:10 AM

Q&A: Client retention – a matter of trust

  • Personalizing investment product offerings and communication styles to match clientele interests Utilizing mass affluent/HNW client behaviour to gain trust and good relationships with private bankers
  • Increasing client confidentiality to enable transparency and better relations

Speakers

Dana Goren
Executive Director, Senior Relationship Manager, Julius Baer
Suneet Muru
Associate Analyst, GlobalData

5 PM

Fireside chat: The future evolution of wealth management

  • How is digitising the client-adviser experience central to the sustainability of future growth?
  • Using AI to deliver long-term advice: helping wealth managers to prove their value
  • Adapting with agility and eliminating friction in delivery and take-up
  • Providing seamless global connectivity and relevance

Speakers

Jeff Yabuki
CEO, InvestCloud

Speakers

Select a speaker to learn more

Back
Henrik Herr
Head of Wealth Management Germany, Rothschild & Co

Henrik Herr is Head of Wealth Management Germany at Rothschild & Co. Before joining Rotschild & Co in 2021, Henrik held various leadership positions at Credit Suisse during his 17-year tenure at the bank. Most recently, Henrik was Head of Private Banking for Germany and Austria and a member of the supervisory board of Credit Suisse Germany. Henrik started his career at Deutsche Bank. After successfully completing a bank apprenticeship, he gained his first professional experience as a Private Banking client adviser.

Henrik Herr ist Leiter der Wealth-Management-Aktivitäten der Finanzgruppe Rothschild & Co in Deutschland. Bevor er 2021 zu Rotschild & Co. kam, hatte er während seiner 17-jährigen Tätigkeit bei Credit Suisse verschiedene Führungspositionen inne. Zuletzt war er Leiter des Bereichs Private Banking für Deutschland und Österreich und Mitglied des Aufsichtsrats der Credit Suisse Deutschland. Henrik Herr begann seine Karriere bei der Deutschen Bank. Nach erfolgreichem Abschluss einer Banklehre sammelte er erste Berufserfahrungen als Kundenberater im Private Banking.

Session Details:

Panel discussion: The changing role of relationship managers – professionalising the role

2024-12-12, 4:30 PM

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Dana Goren
Executive Director, Senior Relationship Manager, Julius Baer

Session Details:

Panel Discussion: Onboarding from the start! – Getting it right from the get-go

2024-12-12, 12:30 PM

Session Details:

Q&A: Client retention – a matter of trust

2024-12-13, 11:10 AM

Session Details:

Q&A: Client retention – a matter of trust

2024-12-12, 11:10 AM

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Suneet Muru
Associate Analyst, GlobalData

Session Details:

Panel discussion: A present-future or future-back approach?

2024-12-12, 10:20 AM

Session Details:

Q&A: Client retention – a matter of trust

2024-12-13, 11:10 AM

Session Details:

Q&A: Client retention – a matter of trust

2024-12-12, 11:10 AM

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Christopher Greenwald
Head of Sustainable Investing, LGT Private Banking

Session Details:

Panel Discussion: Don’t be trashy, be classy – Prioritising sustainability in your core strategy

2024-12-12, 3:20 PM

View In Agenda
Next speaker
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Christophe Cantala
Head of Financial Intermediaries, Société Générale Private Banking (Suisse) SA

Session Details:

Panel discussion: The changing role of relationship managers – professionalising the role

2024-12-12, 4:30 PM

View In Agenda
Next speaker
Back
Maryann Umoren Selfe
Managing Director, Head of Investment Solutions, BIL Suisse

Session Details:

Panel discussion: A present-future or future-back approach?

2024-12-12, 10:20 AM

Session Details:

Keynote Case study: Understanding the importance of empowerment, intergenerational and wealth transfer change

2024-12-12, 9:20 AM

View In Agenda
Next speaker
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Dr. Francesco Mandalà
Chief Investment Officer, MBaer Merchant Bank

Francesco Mandalà, CIO, joined MBaer Merchant Bank in February 2021. His background is in Economics and Financial Engineering, and his competencies are portfolio management, fixed income modelling, macro strategy, risk management and fund analysis. Previously, Francesco worked at UBS and Julius Baer in various roles. Earlier, he was a Statistician at the European Central Bank (ECB) in Frankfurt and an Analyst at the Committee of European Banking Supervisors (CEBS) in London. He currently collaborates with the Swiss Finance Institute (SFI) and co-leads some Master Classes together with SFI Academics. Francesco holds a Certificate in Financial Engineering & Risk Management (Columbia University), a Certificate in Investment Management with Python and Machine Learning (EDHEC Risk Institute), a PhD in Economics (Pavia University), an MSc in Economics & Econometrics (Southampton University), a BA in Economics (Bocconi University, Marks: 110/110). Francesco is fluent in Italian and English.

Next speaker
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Vadim Neumann
Managing Director, Zurich and Zug & Head Global Expansion Germany, ZEDRA

Session Details:

Panel Discussion: Onboarding from the start! – Getting it right from the get-go

2024-12-12, 12:30 PM

Session Details:

How Swiss, Liechtenstein & offshore private trust companies are transforming inheritance planning for UHNW families

2024-12-12, 11:50 AM

View In Agenda
Next speaker
Back
Christoph Schwarz
Chief Technology Officer, Radicant Bank

Session Details:

Panel Discussion: Fighting against digital disruptors in Private Banking

2024-12-12, 12:30 PM

Session Details:

Transforming Private Banking: Leveraging Digital Innovation for Enhanced Client Engagement, Operational Excellence, and Sustainability

2024-12-12, 11:50 AM

View In Agenda
Next speaker
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Dr. Stefan Gerlach
Chief Economist, EFG Private Bank

Thirty years' experience as a monetary economist in private banking, central banking, international organisations and academia in the US, Europe and Asia. Executive roles in central banking.

Session Details:

Panel discussion: A present-future or future-back approach?

2024-12-12, 10:20 AM

Session Details:

Keynote: Assessing the Uncertain Global Economic Landscape

2024-12-12, 9:00 AM

View In Agenda
Next speaker
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Dr. Reto Cueni
Chief Economist, Vontobel

Reto Cueni joined Vontobel Asset Management in 2014 as a Senior Economist. In 2020, he was appointed Chief Economist. He focuses on longer-term topics to support Vontobel’s positioning as a thought leader and to shape the company’s strategic asset allocation principles.

Prior to joining Vontobel Asset Management, from 2009 to 2014, he worked as an empirical researcher and lecturer at the Economics Department of the University of Zurich. Today still he is a guest lecturer at the Zurich University of Applied Sciences (ZHAW). He started his career in 2006 as a quantitative analyst in Equity Research at Vontobel Investment Banking.

Reto studied at the University of Zurich, at Universita degli Studi in Siena, and at the Columbia University in New York. He holds a Master’s degree and a PhD in Economics from the University of Zurich.

Session Details:

Painting the “green” road to sustainable investments

2024-12-12, 2:00 PM

Session Details:

Panel Discussion: Don’t be trashy, be classy – Prioritising sustainability in your core strategy

2024-12-12, 3:20 PM

View In Agenda
Next speaker
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Vadim Sobolev
Head of Models and Technology, LGT Private Banking

Session Details:

Panel Discussion: Fighting against digital disruptors in Private Banking

2024-12-12, 12:30 PM

View In Agenda
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Carlos Mejia
Chief Investment Officer, Rothschild & Co.

Carlos is a Partner at Rothschild & Co and joined the company in 2012 from Investec Bank, where he was the Chief Investment Officer and Head of  Portfolio Management between 2010 and 2012.

From 2005 to 2010, Carlos worked for UBS AG as Head of Investment Strategy and Portfolio Construction (London) and as Head of Asset Allocation for discretionary portfolios (Zurich).

Between 2000 and 2005, Carlos worked for Goldman  Sachs (London) advising institutional investors, first as an  Equity Strategist and then as the co-head of the Tactical  Asset Allocation Advisory team.

Carlos has a Master of Science and a Doctorate degree in Interdisciplinary Mathematics from the University of  Warwick (England) in addition to two first degrees from the National University of Mexico, one in Actuarial Sciences and one in Mathematics.

Carlos is member of the Responsible Investment Committee and the Balance & Inclusion Committee for the Rothschild & Co group and regularly publishes articles or interviews in local and international newspapers and social networks.

 

Session Details:

Separating noise from information in a digital era

2024-12-12, 2:00 PM

Session Details:

Panel Discussion: Welcoming economic diversity in Private Banking

2024-12-12, 3:20 PM

View In Agenda
Next speaker
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Javier Peña Roncero
Data Engineer, Vontobel

Session Details:

Panel Discussion: Fighting against digital disruptors in Private Banking

2024-12-12, 12:30 PM

View In Agenda
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Nico Frey
Head of SDG Impact Rating, Radicant Bank

Session Details:

Panel Discussion: Don’t be trashy, be classy – Prioritising sustainability in your core strategy

2024-12-12, 3:20 PM

View In Agenda
Next speaker
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Stephen Grady
Executive Vice President Head of Global Markets, Lombard Odier

Session Details:

Closing Panel Discussion: Travelling into the future! – Anticipating development and leverage in 2025

2024-12-12, 5:30 PM

View In Agenda
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Marta Ra
Member of Task Force on Digitalization in Energy Group of Experts on Energy Efficiency, United Nations Economic Commission for Europe

Session Details:

Panel Discussion: Don’t be trashy, be classy – Prioritising sustainability in your core strategy

2024-12-12, 3:20 PM

View In Agenda
Next speaker
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Massimo Buonomo
Expert and Project Evaluator for AI and Deep Tech European Projects, European Commission

Session Details:

Panel Discussion: Fighting against digital disruptors in Private Banking

2024-12-12, 12:30 PM

Session Details:

Assembling the Private Banking digital infrastructure

2024-12-12, 11:10 AM

View In Agenda
Next speaker
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Giambattista Atzeni
Head of Family Office, Bordier & Cie

Session Details:

Closing Panel Discussion: Travelling into the future! – Anticipating development and leverage in 2025

2024-12-12, 5:30 PM

View In Agenda
Next speaker
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Natalia Voychuk
Managing Director, CORUM Vermögensverwaltung AG

Session Details:

Panel discussion: The changing role of relationship managers – professionalising the role

2024-12-12, 4:30 PM

View In Agenda
Next speaker
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Freya Beamish
Chief Economist, TS Lombard

Session Details:

2024: Trump 2.0, Volatility and Rate Cuts

2024-12-12, 2:40 PM

Session Details:

Panel Discussion: Don’t be trashy, be classy – Prioritising sustainability in your core strategy

2024-12-12, 3:20 PM

View In Agenda
Next speaker
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Ian Woodhouse
Board Advisor to Wealth Managers, Navigating Business Model, Technology Challenges and Opportunities. Formerly Accenture, IBM, PwC

Ian is a board advisor to wealth managers, software firms and fin-techs, helping solve business and technology challenges and opportunities. He brings industry insights, strategy, marketing, client understanding and modern technology experience to assist firms on their journey to meet evolving good practice, be future ready and well positioned ahead of the next wave of industry and competitive disruption.

With international experience and an extensive network, he is a recognised industry thought leader and author and serves on the editorial advisory boards of leading wealth management publications. Ian also helps build the next generation of industry talent through mentoring the U.K. PIMFA industry association under 40 leadership committee. In recognition of outstanding contributions to the industry, he received the 2022 PBI (Private Banker International) London Industry Ambassador Award.

Previously, Ian has held senior roles with Accenture, helping achieve the successful post-acquisition integration of Orbium, a software integrator, into the firm. Prior to this, he was with IBM and PwC, serving their global financial services clients with the design and delivery of various business led, technology enabled change initiatives.

Session Details:

Panel discussion: A present-future or future-back approach?

2024-12-12, 10:20 AM

Session Details:

SESSION 4: The future of money or the future of value: Where is Private Banking heading?

2024-12-12, 4:00 PM

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Sahar Attarpouri
Co-founder and Former CEO, Suzugia

Sahar Attaripour is a fintech entrepreneur, investor, and advisor with a diverse background spanning quantitative finance, artificial intelligence, and digital transformation. As the co-founder and former CEO of Suzugia, an AI-powered investment decision-making firm acquired by AllianceBernstein in 2022, Sahar pioneered the development of a groundbreaking “multi-agent platform," an AI-driven version of the traditional multi-manager platform that leverages natural language processing and machine learning for optimal decision-making processes. Following the acquisition, she served as a Senior Vice President and Portfolio Manager at AllianceBernstein until June 2024, where she co-managed the AI-powered multi-asset strategy within the firm's hedge fund solutions unit.

Sahar's expertise in AI/ML and quantitative investing, combined with over a decade of experience leading digital transformation initiatives for top-tier companies across various industries, positions her as a thought leader at the intersection of technology and finance. Currently, she focuses on supporting promising startups and scale-ups as an investor and advisor, drawing upon her extensive knowledge of data science, solution design, and business strategy to drive innovation and growth. Sahar is passionate about leveraging technology to solve complex challenges and is a strong advocate for diversity and inclusion in both finance and technology.

Next speaker
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Rachel Rowe
RVP, Seismic

Session Details:

Building and unifying your private banking with Fund Report Orchestrator On-Demand

2024-12-12, 2:20 PM

Session Details:

Panel Discussion: Onboarding from the start! – Getting it right from the get-go

2024-12-12, 12:30 PM

View In Agenda
Next speaker
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Roger Furrer
Director, ERI Bancaire

Roger Furrer director at ERI, responsible for the two offices in Zürich and Lugano. With ERI for over 19 years, he leads the sales and implementation of the OLYMPIC Banking System, a comprehensive software solution for private, wealth management, corporate, investment, retail and central banks, as well as funds, trusts, family offices and more financial companies. He has over 35 years of experience in the software and finance industries

Session Details:

Panel discussion: A present-future or future-back approach?

2024-12-12, 10:20 AM

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Plan Your Visit

Venue

Zurich Marriott Hotel

Neumühlequai 42, 8006 Zürich, Switzerland https://www.marriott.com/en-us/hotels/zrhdt-zurich-marriott-hotel/overview/

Sponsors

Select a sponsor to learn more

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Awards

Join the prestige: Private Banking Awards 2024

Welcome to the 9th annual Private Banking Conference & Awards 2024 – where excellence meets innovation in the heart of Europe’s financial sector.

This year, we are proud to spotlight those who are shaping the future of private banking through unmatched dedication, innovation strategies and visionary technology applications. With a prestigious panel, including industry thought leaders, the Private Banking Awards represents the pinnacle of recognition in the financial landscape.

Why enter?

Showcase your innovation: Let the world recognise your firm’s achievements and how you’re pushing the boundaries of what’s possible in private banking.

Esteemed recognition: Being shortlisted or winning can significantly enhance your company’s image and act as a testament to your team’s hard work and dedication.

Benchmark against the best: Compare your initiatives strategies against the top players in the industry.

Celebrate excellence: Enjoy a night of recognition and networking with the brightest minds and top leaders within the financial sector.

How to enter:

  1. Download the entry form: Begin your journey to recognition by downloading the entry form available on our site.
  2. Complete your submission: Fill out the form with details on your innovations, strategy and success stories.
  3. Email your entry: Submit your completed form to Claire.Budd.ctr@arena-international.com

Don’t miss this exclusive opportunity to shine amongst peers and earn the recognition you deserve for shaping the future of private banking and wealth management.

2024 Awards Categories

  • Excellence in customer experience

    This award recognises software and technology solution providers that enable private banks, family offices and wealth managers to offer a first-class customer experience to their clients.

    The provider should be able to demonstrate how their technology/software solution has improved the client’s private banking/wealth management experience. An example could be speeding up the process for the client.

  • Outstanding UHNW offering

    Celebrating an institution that is extending its product proposition effectively and successfully to satisfy the needs of the ultra-high net worth clientele.

  • Outstanding philanthropy proposition

    Celebrating a private bank that is making a real contribution to their clients philanthropic’ lives by enabling different ways of giving and establishing best practice.

  • Outstanding family office proposition

    Celebrating a family office that goes above and beyond for its clients, including but not limited to forms of engagement, levels of return, and succession planning.

  • Outstanding wealth management technology provider - middle office (vendor)

    Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the wealth industry through successful middle-end technology offerings.

  • Outstanding wealth management technology provider - back office (vendor)

    Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the wealth industry through successful back-end technology offerings.

  • Outstanding wealth management technology platform (Bank)

    Celebrating a private bank that has enhanced its digital platform offering successfully to empower its relationship managers as well as enable customer-centricity, client satisfaction, and increased overall efficiency.

  • Outstanding front-end digital solutions provider (Vendor)

    Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the Swiss and Europe wealth industry through successful front-end digital offerings.

  • Outstanding succession planning award

    Celebrating a private bank that has fully engaged its clients in terms of future proofing, succession planning, wealth transfer and more.

  • Outstanding private bank for sustainable and ethical investment

    Celebrating the best among private banks that are successfully serving wealthy clients in terms of sustainable and ethical investments as well as ESG.

  • Outstanding private bank for diversity, equality and inclusion

    Celebrating the best among the private banks that are successfully embracing diversity, Equality and inclusion, both in the company and in terms of clients.

  • Outstanding boutique private bank

    Celebrating the best among the smaller-sized, boutique private banks that are successfully serving wealthy clients in the DACH region.

  • Outstanding private bank - international players

    Celebrating the best among the private banks that are successfully serving international wealthy clients. Please expand on your specific business model and international client’s acquisition as well as retention strategy in the DACH region and other strengths that enable your institution to excel and stand out.

  • Outstanding private bank – DACH- domestic players

    Celebrating the best among the private banks in the DACH region that are successfully serving domestic wealthy clients. Please expand on your specific business model and domestic client’s acquisition as well as retention strategy in the region. This can include other strengths that enable your institution to excel and stand out.

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020 45407613